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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,464 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$428M
3
Wells Fargo
Wells Fargo
California
+$174M
4
Barclays
Barclays
United Kingdom
+$134M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$284M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$277M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIC
1201
Keating Investment Counselors
Florida
$1.29M -$83.1K -1,300 -6%
CWM
1202
Campbell Wealth Management
Virginia
$1.28M -$89.3K -1,397 -7%
IA
1203
IAM Advisory
Pennsylvania
$1.28M +$87.6K +1,370 +7%
CHAM
1204
Clear Harbor Asset Management
Connecticut
$1.28M -$937K -14,651 -42%
MBT
1205
Montecito Bank & Trust
California
$1.28M -$40.9K -639 -3%
BG
1206
Benedetti & Gucer
Georgia
$1.28M +$288K +4,500 +29%
SLWA
1207
San Luis Wealth Advisors
California
$1.28M +$332K +5,188 +35%
ACM
1208
Advent Capital Management
New York
$1.28M – – –
Credit Agricole
1209
Credit Agricole
France
$1.28M +$119K +1,854 +10%
SAM
1210
Seelaus Asset Management
New Jersey
$1.28M -$549K -8,585 -30%
EM
1211
Excalibur Management
Massachusetts
$1.27M +$3.52K +55 +0.3%
CAM
1212
Cypress Asset Management
Texas
$1.27M -$41.8K -650 -3%
BHA
1213
Beech Hill Advisors
New York
$1.27M -$7.16K -112 -0.6%
FMTCOCP
1214
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.27M +$17.8K +278 +1%
PK
1215
Pflug Koory
Nebraska
$1.26M -$8.95K -140 -0.7%
CWP
1216
CFM Wealth Partners
Texas
$1.26M -$6.91K -108 -0.5%
PWMG
1217
Prestige Wealth Management Group
New Jersey
$1.26M -$465K -7,267 -27%
FFA
1218
Farther Finance Advisors
California
$1.26M +$962K +15,036 +326%
OFG
1219
OmniStar Financial Group
North Carolina
$1.26M +$81.8K +1,279 +7%
DAC
1220
Dividend Assets Capital
South Carolina
$1.25M -$47.3K -739 -4%
CW
1221
Connectus Wealth
Ohio
$1.25M +$269K +4,209 +28%
ANTB
1222
AMG National Trust Bank
Colorado
$1.25M -$121K -1,892 -9%
CWS
1223
Confluence Wealth Services
Pennsylvania
$1.24M +$165K +2,585 +15%
SAG
1224
Spotlight Asset Group
Illinois
$1.24M -$27.5K -430 -2%
HNWAG
1225
High Net Worth Advisory Group
Florida
$1.24M -$152K -2,380 -11%
47 48
49
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